The new website is up and running https://thecreditbubblebulletin.com. Charts updated daily, with intraday updates in volatile market environments like today. Check out the “Timely Charts” on the homepage, with special interest in today’s moves in UK, Japan, France and US yields. Also just starting to see some movement in the financial conditions indicators.
Wednesday, July 8, 2026
Wednesday Evening Links
[Yahoo/Reuters] Oil settles at multi-week high as US-Iran truce buckles under fresh hostilities
[AP] US carries out another round of strikes on Iran after Trump says ceasefire is over
[Yahoo/Bloomberg] US Military Launches Strikes on Iran for Second Straight Day
[AP] Fed minutes: Officials deeply divided over future path of US inflation
[Yahoo/Reuters] Fed policymakers' inflation concerns grew at June meeting, minutes show
[Bloomberg] US Consumer Borrowing Unexpectedly Drops by Most Since 2024
[NYT] A Few Officials Signaled Support for Higher Rates at Warsh’s First Meeting
[NYT] As Iran Cease-Fire Frays, Trump Faces a Muddled War and Unpalatable Options
[WSJ] Fed Officials Flagged Risks That Would Warrant Higher Rates
[WSJ] Five Takeaways From the NATO Summit
[FT] Some Fed officials saw need for future rate rises to contain inflation
Wednesday Afternoon Links
[Yahoo/Reuters] Stocks, bonds retreat after Trump says Iran MOU 'is over'
[Yahoo/Reuters] Oil prices jump 6% as US-Iran truce buckles under fresh hostilities
[AP] Trump warns Iran that US is preparing for more strikes after saying ceasefire is over
[Axios] Trump's Iran deal goes from "unconditional surrender" to "over"
[Yahoo/Bloomberg] Shipowners Wrestle With Hormuz Risks as US-Iran Deal Crumbles
[Axios] Trump's NATO trouble tour
[AP] Trump says US will give Ukraine license to produce Patriot defense systems
[Bloomberg] BofA Saw OpenAI as Too Risky, But Now The Bank Wants to Cash In on IPO
[NYT] Let’s Make a Deal: My San Francisco House for Your A.I. Stock
[WSJ] America’s Support for Capitalism Has Declined Over Last Decade
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